On this page
  1. Start with one place to look
  2. List the copies you already hold
  3. Separate missing copies from tests not requested
  4. Note versions without interpreting them
  5. Prepare only the documents requested for this visit
  6. Keep the medical question separate from the filing task

Your next step: List the health documents you already have and where each one is stored. This index helps you find the right copy when a clinic asks for it. It does not tell you which tests you need or what any result means.

You can use it for paper reports, downloaded PDFs and consultation summaries. Print the tables or copy them into your own private notes. There is no upload form here, and Yellow does not receive the information you write on your copy.

Start with one place to look

Choose an existing folder or location you can recognise. You do not need to move every document before making the index. A report in a clinic portal can be listed as being in that portal; a paper copy can be listed by the folder you keep it in.

My main record folder or location: ____________________

Date I last checked this index: ____________________

Name or initials used on these records: ____________________

Avoid writing account passwords, one-time codes or payment details in the index. It is a map to your documents, not a place for login credentials. Think about who can open the device, cupboard or notebook where you keep the completed copy.

List the copies you already hold

Use the document's own title and date. If you cannot identify a date, write “date unclear” rather than supplying one from memory. Keep the original file unchanged.

Document title Date on document Clinic or laboratory named Where my copy is stored

Examples of document types include a consultation summary, a report or a referral letter. These are filing examples, not a list of documents every woman needs. Ask your clinic what is relevant to the appointment you have booked.

For filenames you create yourself, a consistent pattern such as “date-document-clinic” may be easier to recognise. Use the date printed on the document. Renaming a copy should not change the contents or remove the original identification details within it.

Separate missing copies from tests not requested

A blank row in this index is not a test recommendation. Ask your practitioner about any question concerning tests. This section is only for a document you believe already exists and want to locate. Ask the clinic whether it has the record and how to request a copy.

Existing document I want to locate Organisation to ask Request sent on Reply or next administrative step

If you are unsure whether a document exists, write that uncertainty down. The organisation can clarify what it holds. This worksheet does not promise access through a particular portal or make a claim about legal response deadlines.

Note versions without interpreting them

Documents with similar names or dates: ____________________

Difference I noticed, such as a corrected-copy label: ____________________

Who I will ask which version they need: ____________________

Keep both copies identifiable while you ask. Do not erase a result or combine parts of different reports into a new report. If you need help understanding a value or a correction, ask the practitioner or issuing organisation rather than using this index to decide what it means.

Prepare only the documents requested for this visit

Appointment and practitioner: ____________________

Documents the clinic has requested: ____________________

Recipient and sharing method I confirmed: ____________________

Copies shared and date: ____________________

Anything I chose not to send yet, or need to discuss: ____________________

Check the destination before sending. The index may reveal information about your care even without the reports themselves, so share it deliberately. A companion-sharing checklist can help if someone else is helping you find or carry documents.

Keep the medical question separate from the filing task

Once you have found a report, you may still need someone to explain it. Write the question you want to ask instead of treating a complete folder as a completed assessment.

The question about my records I want answered: ____________________

Who I plan to ask: ____________________

For questions about a test that has been proposed, use the test-request question sheet. For the appointment itself, use preparation notes. This index is for finding existing information; those resources cover different conversations.

This resource provides general information and does not diagnose a condition or replace advice from a qualified practitioner.